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LiveChat + Salesforce

Create Salesforce records from new LiveChat chats

Effortlessly manage customer interactions by connecting LiveChat and Salesforce with this seamless workflow. When a new chat occurs in LiveChat, a record will be created in Salesforce, ensuring all relevant information is stored in one central location. This automation not only saves time but also helps your sales team stay up-to-date with customer inquiries and maintain strong relationships.

Effortlessly manage customer interactions by connecting LiveChat and Salesforce with this seamless workflow. When a new chat occurs in LiveChat, a record will be created in Salesforce, ensuring all relevant information is stored in one central location. This automation not only saves time but also helps your sales team stay up-to-date with customer inquiries and maintain strong relationships.

  1. When this happens...
    LiveChatLiveChat
    New Chat

    Triggers when the chat is started.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • LiveChat triggers, actions, and search

    Chat Changed

    Triggers when the tag list for a particular chat was changed.

    Trigger
    Instant
    Try It
  • LiveChat triggers, actions, and search

    New Chat

    Triggers when the chat is started.

    Trigger
    Instant
    Try It
  • LiveChat triggers, actions, and search

    New Visitor in Queue

    Triggers when a visitor enters queue.

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • LiveChat triggers, actions, and search

    Finished Chat

    Triggers when the chat is ended.

    Trigger
    Instant
    Try It
  • LiveChat triggers, actions, and search

    New Ticket

    Triggers when the ticket is created.

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
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About LiveChat

LiveChat is the faster way to contact your customers. It is a web-based chat tool that lets you chat with your website visitors.
Learn more

Related categories

  • Customer Support
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Related Zap Templates

  • Add leads in Salesforce when new LiveChat chats end
  • Create Salesforce leads from new LiveChat tickets

 

  • Create Salesforce leads from finished LiveChat chats
  • Create Salesforce contacts from new LiveChat chats

 

  • Create Salesforce leads from new LiveChat chats